TIFIN Give allows users to upload several security contributions quickly and easily for your donor advised fund.
Click Add Funds on the Homepage and click Public Securities
Enter the originating custodian platform or broker where are the securities coming from > and click Switch to bulk upload then click Need a CSV template Click here
Populate the sample file with the tickers and correlating shares > Save the .csv file.
Make sure you remove the word "EXAMPLE" from the sample file
Drag and drop your file into the box, or click Click to Upload to choose a file from your downloaded files
Review the securities uploaded > check the box to Acknowledgement the Terms & Conditions > Click Continue
Once that’s done, you can view your pending contribution by clicking Recent Transactions and next searching for Contributions section.
